+417.4%
WDC vs PFE
+22.9%
+394.5%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -1.2% | +7.1% | +5.7% |
| 7D | +1.7% | +1.8% | 0.0% | +1.9% |
| 30D | -10.0% | +10.2% | -20.2% | -9.5% |
| 3M | -18.8% | +12.7% | -31.4% | -17.5% |
| 6M | +79.0% | +10.5% | +68.5% | +83.1% |
| YTD | +171.6% | +20.2% | +151.4% | +163.7% |
| 1Y | +417.4% | +24.1% | +393.3% | +397.7% |
| All | +417.4% | +22.9% | +394.5% | +397.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PFE.
Daily Out/Under-Performance
Portfolio return minus PFE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFE return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded PFE wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling